Cohen Financial serves entrepreneurs and developers who want to raise substantial sums of equity to pursue their real estate investment strategies. We use our in-depth market knowledge to help these clients approach institutional and entrepreneurial sources of capital and secure the best investment strategy based on strategic fit, shared philosophies, and alignment of interests in the deal structure.

If your business plan calls for additional equity, Cohen Financial can guide you through the complexities of securing capital and meeting the stringent demands of investors from start to finish. We begin by learning about your business objectives and criteria for selecting a capital partner, and we provide feedback on the market’s likely interest in your plan. From there, we substantiate your investment track record and conduct our own due diligence to prepare you for the investor's actual process.

We then document your plan in a compelling offering memorandum – highlighting your competitive advantages and track record – and market the opportunity to appropriate institutions. Cohen Financial experts secure and qualify proposals from potential investors, assist in negotiating final terms and documents, and prepare you in adhering to ongoing governance and reporting requirements.

Equity placement services are provided through Cohen Financial Equities LLC, a member of The Financial Industry Regulatory Authority (FINRA).

See our record of industry-leading deal activity.